ACT ADVISORS

Overview

ACT Advisors operates as an independent registered investment advisor organized as an LLC and has been SEC-registered since 2014. The firm serves a mix of individual and family clients alongside institutional relationships, positioning itself as a capital allocator that both builds internal portfolios and selects external managers for specific mandates. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, which points to a hybrid model of discretionary portfolio management plus outsourced-manager oversight. Investment activity centers on pooled vehicles and liquid market exposures rather than concentrated single-stock strategies. Public funds — particularly ETFs — form the backbone of invested assets, which suggests a preference for scalable, easily traded building blocks for client portfolios. The firm is not characterized as an active ESG investor in its disclosures. ACT Advisors also uses fee structures that include percentage-of-AUM and fixed fees, and it combines advisory work for both high-net-worth households and smaller institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices